SYSTEM AND METHOD FOR MANAGING FUND FOR GOAL ATTAINMENT AND PROGRAM RECORDING MEDIUM

摘要

A goal achievement type fund operation system and a method thereof and a recording medium for the same are presented to provide a customer-fitting financial fund or a fund investment service corresponding to a goal achievement amount of a goal profit. According to a goal achievement type fund operation system and a method thereof, an information storing unit(175) stores customer information, fund account information, goal achievement amount information and automatic switchover account information in a storing medium. A fund operation unit invests money to the fund, and calculates estimation amount information and profit rate information periodically. An information check unit checks whether the calculated estimation amount reaches the checked goal amount and then checks the calculated profit rate reaches the checked goal profit rate. A deposit processing unit inputs fund amount of a customer to the fund amount automatic deposit account.